相关链接

1.Panel Market
At present, the demand for consumer electronic products is facing a very severe market situation.  smartphone set brands have successively lowered the shipment target for this year, and the panel purchase demand continues to decline.  According to the data of Sigmaintell, the global demand for smartphone panel will be reduced to about 1470 Mil(TLCM) in 2022.  down about 6% YOY.
But something started to be better like CN government COVID controlling rules. and CN governments will public plenty of polices to stimulate market recovery, it will be possible to push smartphone demand and smartphone panel demand better in 22H2.  

2.Display Price
In May, the global supply and demand of smart phone panels of various technologies was still in a loose state, and it was difficult for the set markets to reverse the weak demand in the short term. On the supply side, in the face of the difficulty of obtaining effective means of stimulating growth in the sarmtphone market, most panel makers adopt a normal price reduction strategy. According to Sigmaintell data, smartphone panel prices continued to decline in May.

The specific analysis of each technology is as follows:

>a-Si: "continuous decline"
......

>LTPS: "Decreasing"
......

>OLED: "Stable and trend to decrease"
......

3.Panel Makers

>SDC
FOLED:
......

>BOE
FOLED:
......

>Tianma
......

>HSD
a-Si:
......

>CTO
a-Si:
......

4.S&D

S&D overall trend:
......

>a-Si:
......

>LTPS:
......

>ROLED:
......

>FOLED:
......